Wealth Coordinator: Path to Advisor

A financial services provider in Regina is seeking a Wealth Coordinator or Associate Wealth Advisor to support a Senior Wealth Advisor in providing financial planning and investment services. Responsibilities include managing client relationships and marketing the firm’s services. Candidates should have relevant experience and willingness to learn....

A financial services provider in Regina is seeking a Wealth Coordinator or Associate Wealth Advisor to support a Senior Wealth Advisor in providing financial planning and investment services. Responsibilities include managing client relationships and marketing the firm’s services. Candidates should have relevant experience and willingness to learn....

Affinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an independent...

Wealth CoordinatorAffinity Financial Strategies ("AFS") presently has an opening for a Wealth Assistant. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities.This position is responsible for providing administrative and sales...

Overview Affinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an...

Wealth CoordinatorAffinity Financial Strategies (“AFS”) presently has an opening for a Wealth Assistant. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities.This position is responsible for providing administrative and sales...

Connor, Clark & Lunn Financial Group (CC&L)about 20 hours agoHybridRegina, SKMid LevelAbout the roleWealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Regina, SKBecoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment...

Thrive Wealth Strategies is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our employees are team-oriented individuals and support a relationship-based...

Wealth CoordinatorAffinity Financial Strategies ("AFS") presently has an opening for a Wealth Assistant. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities.This position is responsible for providing administrative and sales...

**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary...